LWA

Lenox Wealth Advisors Portfolio holdings

AUM $798M
1-Year Est. Return 5.74%
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$631M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.63M
3
+$2.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.43M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.01M

Top Sells

1
+$6.09M
2
+$3.67M
3
+$540K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$371K
5
AAPL icon
Apple
AAPL
+$340K

Sector Composition

1 Technology 1.71%
2 Consumer Discretionary 1.06%
3 Communication Services 0.66%
4 Financials 0.63%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$377K 0.06%
7,250
52
$358K 0.06%
48,787
53
$358K 0.06%
3,101
-1,626
54
$340K 0.05%
2,874
-33
55
$328K 0.05%
2,334
+547
56
$325K 0.05%
4,824
57
$323K 0.05%
1,291
-77
58
$276K 0.04%
4,596
+188
59
$252K 0.04%
5,398
+340
60
$252K 0.04%
2,428
+50
61
$248K 0.04%
1,665
-45
62
$246K 0.04%
2,692
63
$235K 0.04%
3,974
+56
64
$224K 0.04%
3,105
-210
65
$222K 0.04%
1,619
+1,232
66
$218K 0.03%
4,780
-50
67
$217K 0.03%
1,639
-130
68
$206K 0.03%
2,186
+227
69
$196K 0.03%
1,757
-590
70
$192K 0.03%
5,659
71
$191K 0.03%
6,898
72
$190K 0.03%
1,457
+79
73
$187K 0.03%
633
-135
74
$185K 0.03%
1,292
75
$180K 0.03%
7,898
+7,433
1 2
3
4 5